Stephanie Roberts is a highly qualified professional, that works in Keebeck Wealth Management main office of which is in 226. on the position of Partner from 2018. This expert gained professional experience in more than five positions at different companies. Stephanie Roberts went to the Loyola University Chicago and was studying there. This expert has the following qualifications: Series 7, Series 66, and Financial Industry Regulatory Authority. Chicago, Illinois is the city, where this professional was known to settle. The professional's email address and phone number are easily accessed through this website on demand.
Name variants:
Stephany Roberts,
Stephania Roberts,
Stephana Roberts,
Stefanie Roberts,
Stefania Roberts,
Stefana Roberts,
Steffanie Roberts,
Steph Roberts,
Stephie Roberts,
Steff Roberts,
Steffy Roberts,
Stevie Roberts
Last updated Jun 20, 2024
Contact Information
Last Update
Jun 27, 2022
Email
st**@gmail.com
Location
Chicago, IL
Company
Keebeck Wealth Management
Workplace
Partner
Work History
Financial Advisor Transition Consultant
Consult and assist RIA's recruiting financial advisors moving from RIA to RIA, as well as wirehouse advisors entering the RIA space
Educate RIA's and financial advisors on the financial ad...
Oct 2014 — Jul 2018
Director of Institutional Relations
12340 El Camino Real SUITE 310, San Diego, CA 92130
Jan 2014 — Oct 2014
Director of Operations and Transitions and Platform Specialist
3570 Carmel Mountain Rd, San Diego, CA 92130
Jan 2012 — Dec 2013
Occupations
Executive
Partner
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Consultant
Counselor
Advisor
Custodian
Chief Executive
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Custodial Worker
Cleaners
Skills
Morningstar Direct
Wealth Management
Investments
Securities
Equities
Financial Advisory
Asset Management
Alternative Investments
Series 7
Financial Services
Asset Allocation
Portfolio Management
Investment Advisory
Trading
Options
Finance
FAQs about Stephanie Roberts
What is the main profession of Stephanie Roberts?
This professional's job is Partner
What jobs is Stephanie a professional at?
The expert is proficient at such jobs as Executive and Partner.
Where does Stephanie Roberts currently live?
Stephanie Roberts lives in Chicago, Illinois.
What is Stephanie's email?
Stephanie Roberts's email is st**@gmail.com.
Where did Stephanie Roberts work?
Stephanie Roberts worked at Keebeck Wealth Management, Financial Advisor Transition Specialist.
Where has Stephanie Roberts studied?
Stephanie studied at the Loyola University Chicago.
Are there any professional certifications Stephanie Roberts has?
This expert received the following certifications: Series 7, Series 66, and Financial Industry Regulatory Authority.
What languages does Stephanie Roberts speak?
Stephanie Roberts speaks Spanish.